Evermay Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17K | Sell |
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|
2025
Q1 | $1.84K | Hold |
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|
2024
Q4 | $1.84K | Hold |
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|
2024
Q3 | $1.89K | Hold |
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|
2024
Q2 | $1.79K | Hold |
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|
2024
Q1 | $1.76K | Hold |
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|
2023
Q4 | $1.66K | Hold |
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|
2023
Q3 | $1.52K | Hold |
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|
2023
Q2 | $1.59K | Hold |
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|
2023
Q1 | $1.53K | Hold |
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|
2022
Q4 | $1.43K | Hold |
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|
2022
Q3 | $1K | Buy |
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|
2022
Q2 | $1K | Buy |
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|
2022
Q1 | $1K | Buy |
|